Sterling Financial Planning’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
10,698
+575
| +6% | +$38.5K | 0.24% | 58 |
|
|
2025
Q1 | $612K | Buy |
10,123
+1,087
| +12% | +$65.7K | 0.22% | 62 |
|
|
2024
Q4 | $576K | Sell |
9,036
-137
| -1% | -$8.73K | 0.21% | 66 |
|
|
2024
Q3 | $571K | Buy |
9,173
+753
| +9% | +$46.8K | 0.21% | 68 |
|
|
2024
Q2 | $496K | Buy |
8,420
+4,255
| +102% | +$250K | 0.2% | 69 |
|
|
2024
Q1 | $237K | Buy |
+4,165
| New | +$237K | 0.1% | 99 |
|